TWD
GEV icon

True Wealth Design’s GE Vernova GEV Stock Holding History

True Wealth Design’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Sell
308
-8
-3% -$8.16K 0.09% 59
2026
Q1 		$276K Buy
316
+134
+74% +$105K 0.08% 62
2025
Q4 		$119K Buy
182
+12
+7% +$7.31K 0.03% 156
2025
Q3 		$105K Buy
170
+19
+13% +$11.5K 0.03% 156
2025
Q2 		$79.9K Buy
151
+5
+3% +$2.08K 0.03% 133
2025
Q1 		$44.6K Buy
146
+11
+8% +$3.84K 0.02% 205
2024
Q4 		$44.4K Buy
135
+73
+118% +$22.8K 0.02% 186
2024
Q3 		$15.8K Buy
62
+55
+786% +$10.6K 0.01% 355
2024
Q2 		$1.2K Buy
+7
New +$1.11K ﹤0.01% 468

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

True Wealth Design's GEV Position: Q2 2026 in Review

True Wealth Design reduced its GE Vernova (GEV) stake by 2.5% in Q2 2026, selling an estimated $8.16K and leaving 308 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #59.

True Wealth Design first reported a position in GEV in Q2 2024 and has held it in 9 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • True Wealth Design held 308 shares of GE Vernova worth $362K as of Q2 2026.
  • True Wealth Design sold 8 GE Vernova shares in Q2 2026, an estimated $8.16K.
  • GE Vernova made up 0.09% of True Wealth Design's portfolio in Q2 2026, its #59 holding.
  • True Wealth Design first reported a position in GE Vernova in Q2 2024 and has held it in 9 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.